आ गई सबसे बड़ी खबर ( Rs 1250000000 😎)🔴 अब INDIA बनाएगा Semiconductor, Chips🔴 4 Stocks🔴 PM Modi🔴 SMKC

Summary

The script discusses India's semiconductors mission and recent government approvals for the industry. It outlines Tata Group's newly approved semiconductor fabrication plant in Gujarat in JV with Taiwan's Foxconn. Another project jointly approved by the government for Murugappa Group's CG Power and Industrial Solutions will set up a 7600 crore chip unit in Gujarat. These are seen as major boosts for India's push towards domestic manufacturing of semiconductors. Stocks discussed include Tata Power, Tejas Networks, and CG Power as potential beneficiaries through their direct and indirect exposure to local semi-conductor manufacturing.

Takeaways

• 📺 The video welcomes viewers to the channel and introduces the topic of discussion: the burgeoning semiconductor industry.
• 🕹 The semiconductor sector, crucial for the future, is experiencing massive growth due to its extensive use in various electronic gadgets.
• 💻 Highlighted is the high demand for semiconductors, driven by their application in smartphones, electric vehicles, laptops, and other consumer electronics.
• 👨‍💻 Discussed is the failed joint venture between Vedanta and Foxconn, initially valued at $19.5 billion, which was later retracted due to various challenges and political issues.
• 🏠 Tata Group's significant announcements related to semiconductor manufacturing in India are emphasized, showcasing a commitment to establishing fabrication plants.
• 🛠 The Indian government's approval of three semiconductor plants, with a combined investment of around 1.25 lakh crore, marks a major step forward for the industry in the country.
• 📈 Murugappa Group's CG Power gains attention due to its involvement in the semiconductor sector, impacting its stock performance positively.
• 🛡 The video discusses the importance of patience in investments within the semiconductor and future-oriented business sectors, emphasizing the long-term nature of such developments.
• 💼 Focuses on specific stocks related to Tata Group and Murugappa Group that might benefit from the semiconductor industry's growth.
• 💰 Provides a cautionary note on the long-term nature of returns in the futuristic segments like semiconductors, advising viewers against expecting quick profits.

Q & A

What is the key announcement related to semiconductor plants?

The government has approved three semiconductor manufacturing plants worth about 1.5 lakh crore rupees. Two plants will be set up in Gujarat and one plant will be set up in Assam through partnerships between companies like Tata Group, Murugappa Group and state governments.

Which companies are setting up semiconductor plants?

Tata Group is setting up a plant in Gujarat in partnership with Taiwan's Foxconn. Murugappa Group's CG Power and Industrial Solutions is setting up a plant in Gujarat.

What is the capacity of the new semiconductor plants?

Each of the three approved plants will have the capacity to produce 30,000 crore semiconductor chips per year.

How will these plants help meet India's semiconductor demand?

These plants will help India become more self-reliant in meeting its semiconductor demand across sectors like electric vehicles, mobile phones, defense equipment etc instead of relying on imports.

Which Tata Group companies can benefit from this development?

Tata Group companies like Tata Investment Corporation, Tata Elxsi and Tejas Networks which operate in the technology and semiconductor space can benefit directly or indirectly.

Why did CG Power stock price increase recently?

CG Power stock price increased after the announcement that its joint venture with Murugappa Group got approval for setting up a semiconductor manufacturing plant in Gujarat.

Does the government have any targeted timeline for these plants?

The government has not provided any specific timeline yet, but has shown intent to expedite the process so work can start as soon as possible.

What risks are involved in investing in these sectors now?

These plants and related businesses will take years to build and generate returns for investors. Expecting short term gains may not be realistic.

What does the future outlook for semiconductor demand seem like?

With increasing use of electronics and chip-enabled devices, India's demand for semiconductors is expected to grow significantly in the coming years across sectors.

Will India still need to import semiconductors after these plants are operational?

Yes, even after these plants are operational, India is still expected to rely on imports for a significant portion of its domestic semiconductor demand.